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PRFZ icon

Courier Capital’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Courier Capital’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376K Hold
6,750
– – 0.02% 324
2026
Q1 		$310K Hold
6,750
– – 0.02% 324
2025
Q4 		$310K Hold
6,750
– – 0.02% 318
2025
Q3 		$307K Hold
6,750
– – 0.02% 327
2025
Q2 		$275K Hold
6,750
– – 0.02% 337
2025
Q1 		$256K Buy
+6,750
New +$277K 0.02% 331

Other funds holding PRFZ

AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $333M AUM

Courier Capital's PRFZ Position: Q2 2026 in Review

Courier Capital held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 6,750 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #324.

Courier Capital first reported a position in PRFZ in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Courier Capital held 6,750 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $376K as of Q2 2026.
  • Courier Capital left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Courier Capital's portfolio in Q2 2026, its #324 holding.
  • Courier Capital first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2025 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.